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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,059 | $49,239+22.0% | $70,462-14.8% | $79,858-24.8% |
| Participation rate | 94.6% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+25.0pp |
| Annual return | 14.48% | 30.08%-15.6pp | 109.08%-94.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $3,476 | $2,100+65.5% | $2,737+27.0% | $2,471+40.7% |
| Participant deferral / active EE | $3,476 | $2,769+25.5% | $3,710-6.3% | $3,740-7.1% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |